Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFICIO CAPITAL PARTNERS LLC | CL A | 851 | $303,972 | 3,126 | 0.00 | 0.00 | 387 | 14.13 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 852 | $274,000 | 3,108 | 0.02 | 0.00 | 93 | 3.08 | 03-31-2024 |
WEDMONT PRIVATE CAPITAL | CL A | 853 | $296,681 | 3,084 | 0.00 | 0.00 | 65 | 2.15 | 03-31-2024 |
COLDSTREAM CAPITAL MANAGEMENT INC | CL A | 854 | $287,091 | 3,084 | 0.00 | 0.00 | 62 | 2.05 | 12-31-2023 |